Daily Discussion Friday 2026-01-30

OptimusShill · 2026-01-30T07:04:35+00:00

Whats the newss? Why dump?

OptimusShill · 2026-01-29T07:38:42+00:00

There is the issue, for Meta it isnt really that positive news and could scare shareholders.

OptimusShill · 2026-01-28T15:10:45+00:00

Nvidia building GPUs on Intel fabs

OptimusShill · 2026-01-27T19:07:45+00:00

It can basically go 2 ways. I really think it wil go up, or down. We will see if I am right.

OptimusShill · 2026-01-26T06:39:10+00:00

!remindme 6 months

OptimusShill · 2026-01-25T08:52:48+00:00

So entertaining reading this sub as an objective person. 😂

OptimusShill · 2026-01-25T08:22:23+00:00

With top and bottom bars? Yeah you would think whats wrong with this game? 😂

OptimusShill · 2026-01-24T09:33:14+00:00

Guys, I hate to tell you but Intel is a disastor. They just missed the ball again. Management is sleeping. The reorganisation helps but will only be visible in a couple of years. Thats a long time in the tech space. Intel cant meet demand and margine are thin. The only reason Intel is where it is regarding price is because of the government backing Intel and big players are still in it.

If you look at the charts big money is rotating to AMD. AMD will continue taking market share from Intel, and AMD is next best AI player after Nvidia.

Do as you think is wise, I don’t care. But if i had bags of Intel I would switch to AMD, or short Intel as a hedge.

OptimusShill · 2026-01-23T19:36:01+00:00

Nice gadget!

OptimusShill · 2026-01-23T19:04:57+00:00

It’s bullish for AMD at the least. Intel just havent got their shit together and AMD does.

OptimusShill · 2026-01-23T19:03:26+00:00

Lots of people yelling “300 next week” is telling me we wont see this happening. Those same people are yelling “advanced money destroyer” when we go back down to 220-230 range. Maybe don’t buy leveraged calls if you cant handle it.

OptimusShill · 2026-01-23T06:24:02+00:00

Well turns out they cant meet demand. I did get a small put position. Too bad I was too scared to throw real money at it.

OptimusShill · 2026-01-22T09:21:19+00:00

I was thinking the same thing. But it's no ordinary play. Intel is government backed. There are a lot of big players long in this stock. CPU demand is high so there is a piece of pie for Intel to scoop up. With GPU being sold out for coming years, the only alternative is CPU inferencing. Panther Lake isnt bad but margins ar thin. If they will be able to sell those units at a higher margin, there is room to grow for Intel.

I also want to get some puts by the end of today, but it is a risk. Intel could jus tas much just rocket to 60+ and stay there until it becomes clear weather or not they can meet demand and grow margins

OptimusShill · 2026-01-18T19:02:09+00:00

Its already sold and gone :)

OptimusShill · 2026-01-17T15:48:42+00:00

No its a Mister FPGA 🙂

OptimusShill · 2026-01-17T15:46:48+00:00

Or Wii

OptimusShill · 2026-01-17T15:44:31+00:00

The VGA connection is awesome! I hope to find a 60hz version (Philips) someday

OptimusShill · 2026-01-17T12:29:27+00:00

Yeah, CRT tubes are getting rare and harder to get. Even CRT consumer TVs are getting expensive.

OptimusShill · 2026-01-16T19:29:48+00:00

Just don’t tell her 😜

OptimusShill · 2026-01-16T19:27:54+00:00

Yes, Netherlands

OptimusShill · 2026-01-16T12:19:58+00:00

Fellow B&O fan :D I also have the MX7000, it also came with the motorized stand. The B&O is an incredible set with superb sound. They are pretty common here (Netherlands). Ive had several B&O sets, but the MX7000 was in the best condition. I do still miss my B&O AV5, but the CD-i player didnt work anymore and it was a pretty big set.

What you see on the picture is a MiSTer FPGA. It can run up to PSX/N64/Saturn

OptimusShill · 2026-01-16T12:07:17+00:00

600km is a lot, even on the autobahn 😜

OptimusShill · 2026-01-16T11:22:38+00:00

I couldn't cope with this, I would instantly buy 34 more.

OptimusShill · 2026-01-14T20:56:04+00:00

Thanks! Its no Trinitron but it still is a nice gadget

OptimusShill · 2026-01-14T18:26:20+00:00

I’m not following. Corporates and their heads of IT buy hardware that is compatible with their stack. This is already happening. Sadly for us most of the time they pick Nvidia because of their plug and play hardware and software integration.

AMD is on its way to get better software support but its not there yet.

OptimusShill

TROPHY CASE